Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,775 | $125,184-56.2% | $105,607-48.1% | $145,884-62.5% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 6.87% | 225.00%-218.1pp | 116.11%-109.2pp | 551.85%-545.0pp |
| Employer contribution / active EE | $1,256 | $3,720-66.2% | $3,167-60.3% | $4,662-73.1% |
| Participant deferral / active EE | $1,889 | $5,714-66.9% | $5,011-62.3% | $6,690-71.8% |
| Admin fee / account holder | $528 | $17,133-96.9% | $10,958-95.2% | $13,392-96.1% |